Schwallier Wealth Management

Schwallier Wealth Management (CRD# 143329) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $143,657,128 in 727 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
607 Cascade West Parkway Se, Grand Rapids, MI 49546
https://www.facebook.com/swmadvisor/
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    727
    ACCOUNTS
  • Average Account Value
    $197,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, IN, MI

Financial Advisors at Schwallier Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Adam Schwallier, financial advisor Grand Rapids MI
Adam D. Schwallier
CRD#: 4431899
607 Cascade West Parkway Se, Grand Rapids, MI 49546

Adam Schwallier (CRD# 4431899) is an Investment Advisor Representative working at Schwallier Wealth Management in Grand Rapids, MI and has over 22 years of experience in the finance industry.

2
Mary Britenfeld, financial advisor Grand Rapids MI
Mary K. Britenfeld
CRD#: 7077624
607 Cascade West Parkway Se, Grand Rapids, MI 49546

Mary Britenfeld (CRD# 7077624) is an Investment Advisor Representative working at Schwallier Wealth Management in Grand Rapids, MI and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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